Congratulations to Steve

Posted on November 7, 2019

Exciting News! 

After nearly a year working with Richmond Brothers and our advisory team, learning the ropes, sitting in on meetings and more, Steve Kulchinski is opening up his calendar to meet with our fantastic family of clients.

As you may recall, Richmond Brothers welcomed Steve Kulchinski to our team following John "GB" Richmond's departure as a client communicator to pursue his dream of teaching at Lumen Christi. Now that Steve has received his Richmond Brothers' training, he's fully prepared and enthusiastic to take over GB's previous role.

Steve...

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Client Experience: Where is it!?

Posted on October 28, 2019

As you know, we've been excited to launch our improved and easier to use Richmond Brothers' Client Experience (see blog post here). While we were initially expecting to roll out in mid-October, we must announce that our time frame has been extended.

We are working with our developers to ensure that the launch of the Client Experience and the user experience itself is working as smoothly as possible. 

We will continue to keep you posted on the new Client Experience and we hope that our next announcement will be that we...

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Matt’s Minutes September 2019

Posted on October 8, 2019

Matt discusses Richmond Brothers' performance year-to-date through the end of the third quarter and how it compares to the broad-based indices. In addition, he covers some thoughts about the current "scary" headlines. For curiosity purposes and with the idea being thrown around a lot recently, what happened with the markets following President Clinton's impeachment? Find that out and more in this month's Matt's Minutes.

Can't watch? Get closed captions here.

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Matt, Dan and Steve Complete Advanced Training Through Ed Slott & Company, LLC

Posted on October 7, 2019

Matt, Dan and Steve completed their semiannual training with America’s IRA Experts at Ed Slott and Company, LLC in Dallas in September. The workshop provided in-depth technical training on advanced retirement account planning strategies, estate planning techniques and new tax laws, as well as a proactive look at legislation currently being considered by Congress that would bring significant changes to the way Americans plan for retirement. 

To find out more, access the press release here.

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Congratulations 2019 Forerunners Scholarship Recipient!

Posted on September 30, 2019

Richmond Brothers is pleased to announce that this year's Forerunners scholarship recipient was awarded earlier this month. If you are unfamiliar, the Forerunners is an association of retirees from CMS affiliated companies.

Mackenzie Finley of Brooklyn received a $1000 scholarship through her grandmother's affiliation with the group. Mackenzie has dreams of becoming a theatrical performer and is currently attending Central Michigan University. Her grandmother, Sandra Avery (pictured with our Director of Marketing & Events, Kira, above) accepted the award on her behalf at the Forerunners Annual Meeting at Crystal Gardens Banquet...

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